DFAW vs. AVGV

In the year-to-date period, DFAW achieves a 3.47% return, which is significantly lower than AVGV's 3.74% return.

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DFAW has a 0.25% expense ratio, which is lower than AVGV's 0.26% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Dimensional World Equity ETF (DFAW) and Avantis ALL Equity Markets Value ETF (AVGV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current DFAW Sharpe Ratio is 0.54, which is higher than the AVGV Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of DFAW and AVGV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFAW's dividend yield for the trailing twelve months is around 1.50%, less than AVGV's 2.24% yield.

The maximum DFAW drawdown since its inception was -16.94%, roughly equal to the maximum AVGV drawdown of -17.03%. Use the drawdown chart below to compare losses from any high point for DFAW and AVGV. For additional features, visit the drawdowns tool.

Dimensional World Equity ETF (DFAW) and Avantis ALL Equity Markets Value ETF (AVGV) have volatilities of 4.79% and 4.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.